Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership15,827 shares
Latest Disclosed Value $ 2,604,704
Evoke Wealth, Llc reports 8.23% increase in ownership of MS / Morgan Stanley

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 15,827 shares of Morgan Stanley (US:MS) valued at $2,604,649 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 14,624 shares of Morgan Stanley. This represents a change in shares of 8.23% during the quarter. The current value of the position is $3,325,886 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 15,827 1,203 8.23 2,605 0.31 0.0468
2026-02-06 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 14,624 -366 -2.44 2,596 8.98 0.0485
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 14,990 4,235 39.38 2,383 57.23 0.0482
2025-08-07 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 10,755 -2,261 -17.37 1,515 -0.20 0.0347
2025-05-13 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 13,016 528 4.23 1,519 -3.31 0.0396
2025-02-10 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 12,488 -273 -2.14 1,570 18.05 0.0437
2024-11-13 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 12,761 12,761 1,330 0.0361
2024-08-13 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 0 -11,774 -100.00 0 -100.00
2024-05-15 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 11,774 5,294 81.70 1,109 83.44 0.0328
2024-02-12 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 6,480 -364 -5.32 604 8.24 0.0129
2023-11-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 6,844 -682 -9.06 559 -13.08 0.0197
2023-08-09 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 7,526 1,787 31.14 643 27.63 0.0223
2023-05-08 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 5,739 391 7.31 504 -88.94 0.0183
2023-02-10 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 5,348 -61 -1.13 4,547 113,575.00 0.0165
2022-11-07 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 5,409 21 0.39 4 0.00 0.0173
2022-08-04 2022-06-30 13F Morgan Stanley Com COM NEW 617446448 5,388 -235 -4.18 4 0.00 0.0152
2022-05-10 2022-03-31 13F Morgan Stanley Com COM NEW 617446448 5,623 117 2.12 5 -20.00 0.0161
2022-02-09 2021-12-31 13F Morgan Stanley Com COM NEW 617446448 5,506 590 12.00 5 25.00 0.0171
2021-11-12 2021-09-30 13F Morgan Stanley Com COM NEW 617446448 4,916 -194 -3.80 5 0.00 0.0180
2021-08-05 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 5,110 -4,970 -49.31 5 -42.86 0.0178
2021-05-13 2021-03-31 13F MORGAN STANLEY STOCK 617446448 10,080 1,993 24.64 8 40.00 0.0354
2021-02-12 2020-12-31 13F MORGAN STANLEY STOCK 617446448 8,087 2,511 45.03 6 -98.15 0.0374
2020-11-13 2020-09-30 13F MORGAN STANLEY STOCK 617446448 5,576 -40 -0.71 270 -0.37 0.0219
2020-08-10 2020-06-30 13F MORGAN STANLEY STOCK 617446448 5,616 60 1.08 271 -85.65 0.0263
2020-05-07 2020-03-31 13F MORGAN STANLEY STOCK 617446448 5,556 -168 -2.94 1,889 -35.44 0.0269
2020-02-07 2019-12-31 13F MORGAN STANLEY STOCK 617446448 5,724 -46 -0.80 2,926 18.85 0.0372
2019-12-17 2019-09-30 13F/A-1 MORGAN STANLEY COM STOCK 617446448 5,770 5,770 2,462 0.0303
2019-11-12 2019-09-30 13F MORGAN STANLEY COM STOCK 617446448 5,770 2,462
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.